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How to export your sales pipeline / deals?
How to export your sales pipeline / deals?
Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

You can easily export your deals list as CSV file format. You can open CSV file with Excel program by using this instruction.

This video will show you exactly how to do this:

deals-list-export-preview-teamgate.gif

Export your deals list by following these steps:

1. Open your deals module.

export-deals-list-teamgate.png

2. Mark the deals which you want to export. Select one by one or mark all list at once.

3. Click the "Export" button on top of the list.

export-deals-list-teamgate-1.png

Note: If you do not see the "Export" button on top of the list- it means that you do not have the permission to perform this action. Contact your account administrator.


4. The exported file will be saved to your computer.

5. You can find and download exported files by following these steps: Settings > Data migration > Export history.

download-deals-list-export-history-teamgate.png
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